Choose the market before investing, and you also need to understand your own funding arrangements; people with full positions have completely different ideas from those with short positions.
It should be said that I participated in AI in a phased manner in the first half of the year, but I missed this wave of gains in US stocks; of course, I didn't enjoy this wave of decline in Hong Kong stocks, because it is true that Hong Kong stocks rebounded too fast and didn't. Against this backdrop, I had to adjust to my circumstances and start investing in the second half of the year.
Against the backdrop of high interest rate hikes in the US and a weak recovery in the domestic economy,”If the RMB is strong, then Hong Kong stocks (probably) are strong”。
I'm relatively optimistic about Hong Kong stocks, especially in mid-May $Futu Holdings Ltd (FUTU.US)$There is a good place to buy on the weekly line. I bought some at the time; later I went back to the lower band, threw it back and picked it up, and got back on the car at around 40 at the end of June.
I have always been bearish on US stocks until now. At the beginning of the first half of the year, I continued the strategy of shorting in the second half of 2022; however, this year's rise was so strong that there was no stop loss at the beginning, and there was no end long after stopping loss later.
But what kind of sector will it be in in the second half of the year? To be honest, it's been a bit of a question for me.Most agencies make predictions for blind people; at the end of the year, predictions are drawn out, and there are countless punches in the face, if they know why they are dissatisfied with the warehouse going too long?
The US economy may gradually slow down in the second half of the year, but it is still a long way from recession. The US economy is expected to decline as early as the end of the year or next year. The economy may slow further under the US credit contraction in the second half of the year, but wait...